Financial Services Operations Associate

CI Financial; Vancouver; On-site; CAD 43,000 - 70,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Enhanced group benefits

Parental Leave Top-up program

Fitness membership discounts

Volunteer paid Days

Job summary

A financial services firm in Vancouver is seeking a Service Associate to support operations and administration. The role is client-facing and requires strong interpersonal skills. Candidates should have at least 2 years of experience in financial services and proficiency in MS Office. This position offers a comprehensive benefits package including a training reimbursement program and paid professional designations.

Qualifications

• Minimum of 2 years’ experience in financial services with a focus on operations and client services.
• Ability to work efficiently under pressure with a keen attention to detail.
• Self-motivated with a positive attitude.

Responsibilities

• Process daily mutual fund, stock, and bond trades accurately.
• Prepare paperwork for investment transactions.
• Manage and maintain filing systems.
• Liaise with the Assante back office on administration issues.

Skills

Attention to detail

Client service

Verbal communication

Written communication

Problem-solving

Team collaboration

Analytical skills

Organizational skills

Education

Post-secondary education

Tools

MS Office Suite

DocuSign

Salesforce

Job description

A financial services firm in Vancouver is seeking a Service Associate to support operations and administration. The role is client-facing and requires strong interpersonal skills. Candidates should have at least 2 years of experience in financial services and proficiency in MS Office. This position offers a comprehensive benefits package including a training reimbursement program and paid professional designations.